Who Should Use this Site:

Family business and private business owners who wish to become better informed about the options available to them for Succession Planning and the Solutions to the Issues which must be addressed. 

Professionals, such as Financial Planners, Lawyers or Accountants, advising family business or private business owners, may also wish to forward this page or extracts from this website to their clients.

Why we are Different?

Because Owners decisions can take anything from weeks to months to years Succession Mentoring is not a matter that can be rushed and therefore not suited to Professionals where time means money.

Our Advisors are mature, independent, experienced people who have been trained through our Manual and can work with the client at the pace required.  Whilst we normally recommend an assignment be completed within three months (to avoid procrastination when it comes to difficult decisions) our experience includes clients taking up to 7 years between “hearing the word” and “taking the action”.  

Remember, Succession is going to occur whether we plan for it or not.  Consequently, no decision is not an option.

We are totally independent and have no affiliation with any accounting, legal or other professional firm. We recognise the close relationship of clients with their professional advisers and are able to work with the client and their advisers, complementing this relationship, because we  neither provide nor compete in the provision of compliance services.